Purchases and Sales Made in Q4 2022 in Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 HIGH DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16M+ 117120.74% |
$567M - $667M
|
16M
$730M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
2.05MNew |
$72.8M - $85.5M
|
2.05M
$93.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.5MNew |
$53.3M - $62.6M
|
1.5M
$68.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
612K+ 12.5% |
$21.7M - $25.5M
|
5.51M
$251M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
590K+ 19.93% |
$21M - $24.6M
|
3.55M
$162M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
484K+ 1955.71% |
$17.2M - $20.2M
|
509K
$23.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
429K+ 333.01% |
$15.2M - $17.9M
|
557K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
414K+ 30.39% |
$14.7M - $17.3M
|
1.78M
$81M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
293K+ 3732.45% |
$10.4M - $12.2M
|
301K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
269KNew |
$9.56M - $11.2M
|
269K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 8.07% |
$9.06M - $10.6M
|
3.42M
$156M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
246KNew |
$8.74M - $10.3M
|
246K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
228KNew |
$8.09M - $9.51M
|
228K
$10.4M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
225K+ 9.34% |
$8.01M - $9.41M
|
2.64M
$120M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
225K+ 9.34% |
$8.01M - $9.41M
|
2.64M
$120M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
207KNew |
$7.35M - $8.64M
|
207K
$9.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
155K+ 1855.64% |
$5.51M - $6.47M
|
164K
$7.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
148K+ 53.05% |
$5.25M - $6.18M
|
427K
$19.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 38.29% |
$4.97M - $5.84M
|
506K
$23.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 258.62% |
$4.85M - $5.7M
|
189K
$8.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
104K+ 62.56% |
$3.7M - $4.35M
|
271K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99.6K+ 13.14% |
$3.53M - $4.15M
|
857K
$39.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
93.6KNew |
$3.32M - $3.91M
|
93.6K
$4.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
88.8KNew |
$3.15M - $3.71M
|
88.8K
$4.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
81K+ 1065.67% |
$2.88M - $3.38M
|
88.6K
$4.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
78.6KNew |
$2.79M - $3.28M
|
78.6K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
72.1KNew |
$2.56M - $3.01M
|
72.1K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65K+ 14.71% |
$2.31M - $2.71M
|
507K
$23.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65K+ 14.71% |
$2.31M - $2.71M
|
507K
$23.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
62K+ 105.64% |
$2.2M - $2.59M
|
121K
$5.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.4K+ 80.57% |
$2.11M - $2.48M
|
133K
$6.07M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
53.9K+ 51.17% |
$1.91M - $2.25M
|
159K
$7.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52.3K+ 4.81% |
$1.86M - $2.18M
|
1.14M
$52M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.9K+ 82.25% |
$1.67M - $1.96M
|
104K
$4.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
44.1K+ 20.37% |
$1.56M - $1.84M
|
260K
$11.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
39.3KNew |
$1.4M - $1.64M
|
39.3K
$1.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.3K+ 7.39% |
$1.39M - $1.64M
|
571K
$26M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.3K+ 85.1% |
$1.29M - $1.51M
|
79K
$3.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
34.9K+ 282.72% |
$1.24M - $1.46M
|
47.2K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.9K+ 74.13% |
$1.2M - $1.42M
|
79.7K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33KNew |
$1.17M - $1.38M
|
33K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.1K+ 21.7% |
$1.14M - $1.34M
|
180K
$8.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
31.1K+ 13.24% |
$1.1M - $1.3M
|
266K
$12.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
31.1K+ 52.5% |
$1.1M - $1.3M
|
90.2K
$4.12M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
30.1K+ 40.57% |
$1.07M - $1.26M
|
104K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30K+ 52.5% |
$1.06M - $1.25M
|
87K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 119.67% |
$1.03M - $1.21M
|
53.4K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
28.8K+ 7.96% |
$1.02M - $1.2M
|
390K
$17.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
27.6K+ 10.06% |
$980K - $1.15M
|
302K
$13.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.5KNew |
$977K - $1.15M
|
27.5K
$1.26M
|